Basecamp

• You manage ongoing client tasks
• You need clear communication threads
• You want one source of truth for files

• Task tracking
• Client communication
• File + SOP organization

1. Create a client project.
2. Add 3 to-do lists.
3. Add a weekly update post.
4. Use Basecamp for 2 weeks.

• Basecamp client workflow setup
• weekly client update template Basecamp
• project management for virtual assistants

• Simple for clients
• Clear communication tools

• Paid tool
• Less customizable than databases

Virtual assistants supporting clients who already use Basecamp.

Anyone who prefers Airtable/Notion databases for tracking.

• Organize client-approved VA tasks with clear ownership and due dates.
• Keep an agreed handoff checklist and relevant SOP references.
• Test notification and review workflows using sample information.

• Verify current permissions, storage, integration, automation, and plan conditions.
• A completed task does not establish client approval or correct execution; protect confidential records and credentials, obtain authorization, validate outputs, and retain appropriate backups.

Airtable — Provides a more database-driven option for client requests and dashboards.

Trello — Offers a simpler board-based task workflow for VA client work.

Notion — Stores SOPs, notes, and client documentation alongside project tasks.

Virtual Assistance — Basecamp centralizes client communication, to-dos, files, schedules, and recurring admin workflows.

Social Media Management — Social clients also need task tracking, approvals, files, and campaign communication.